Skip to main content
insightsoftware Docs insightsoftware Docs
{%article.title%}
Published:
Was this article helpful?
0 out of 0 found this helpful

Connect to Microsoft CRM Online with the Jet Data Manager

This information applies to CRM Online only. For connecting to newer versions, see Managing CDATA Providers and CDATA Connector Types

Overview

The Jet Data Manager fully supports integration with Microsoft Dynamics CRM Online - providing you with the ability to connect to your Microsoft hosted CRM environment and extract your data locally for analysis.

Add the CRM Online Adapter

  1. Open the Business Unit you want to add the CRM source to, navigate to Data Sources, right click Adapter Data Sources and select Add Dynamics CRM Adapter .

    mceclip0.png

  2. Perform the following:

    • Assign a name for your adapter
    • Enter your Server Address.  This will generally need to be the full path to the CRM Discovery Service for your region.  A list of these paths is provided by Microsoft here: Discover the URL For Your Organization
    • Select the CRM Online Organization Number.  This will normally be 0 (zero).
    • Enter the User Name and Password.  This is the User Name and Password used to log on to CRM Online.
    • Use Microsoft 365 Authentication: This will use Microsoft 365 authentication to connect.  This is applicable to most CRM installations now, however the box may need to be unchecked for some legacy installations.
    • Optional: Select Active Records Only to ignore inactive records in your CRM environment.

    mceclip1.png

  3. From Data Sources navigate to your newly added adapter, right click the adapter, and select Read Objects from Data Source .

    mceclip2.png

Published:

Connect to Microsoft CRM Online with the Jet Data Manager

This information applies to CRM Online only. For connecting to newer versions, see Managing CDATA Providers and CDATA Connector Types

Overview

The Jet Data Manager fully supports integration with Microsoft Dynamics CRM Online - providing you with the ability to connect to your Microsoft hosted CRM environment and extract your data locally for analysis.

Add the CRM Online Adapter

  1. Open the Business Unit you want to add the CRM source to, navigate to Data Sources, right click Adapter Data Sources and select Add Dynamics CRM Adapter .

    mceclip0.png

  2. Perform the following:

    • Assign a name for your adapter
    • Enter your Server Address.  This will generally need to be the full path to the CRM Discovery Service for your region.  A list of these paths is provided by Microsoft here: Discover the URL For Your Organization
    • Select the CRM Online Organization Number.  This will normally be 0 (zero).
    • Enter the User Name and Password.  This is the User Name and Password used to log on to CRM Online.
    • Use Microsoft 365 Authentication: This will use Microsoft 365 authentication to connect.  This is applicable to most CRM installations now, however the box may need to be unchecked for some legacy installations.
    • Optional: Select Active Records Only to ignore inactive records in your CRM environment.

    mceclip1.png

  3. From Data Sources navigate to your newly added adapter, right click the adapter, and select Read Objects from Data Source .

    mceclip2.png

For an optimal Community experience, Please view on Desktop